IFA Data Administrator

Job Location	Ditton, Aylesford
Education	Not Mentioned
Salary	£22,000 - £26,000 per annum
Industry	Not Mentioned
Functional Area	Not Mentioned
Job Type	Permanent, full-time

Job Description

Job Title: IFA Data Administrator Salary: £22,000 - £26,000Location: East MallingA National Financial Planning firm offering a bespoke and perosnalised Wealth Management service are on the lookout for a new Data Administrator to join their growing team in Kent.They pride themselves on their technical, professional service which is tailored to each client’s needs. The role would mainly involve taking on responsibility for the completeness, accuracy and integrity of the data in our clients CRM & Portfolio system and the production of required management information. You will also be responsible for the management of small change and bug fixes within their JIRA function.They have won awards within the industry and have an excellent reputation, as well as offering a highly flexible package with a number of exciting benefits. So if you are looking to join a friendly team with a firm that can offer a good work/life balance, then this could be for you.Job Tasks

Liaise with platform providers to ensure data feeds are setup and operating correctly.

Set up users and data feed accounts on client’s system.

Running MI, data reports, and audits to ensure data is being keyed right first time and train and monitor those who are not following the business process.

Understand business requirements and build required MI packs and bespoke reports for management.

Manage issues and small changes raised on support tool JIRA, from initial creation to close.

Provide excellent customer service to our financial advisers and users.

The Required Skills:

XPLAN or IO, Avello experience (Essential)

Strong understanding of databases and CRM data management.

Strong understanding of financial planning products and platforms.

Experience in building management Information.

Excellent communication skills, both written and verbal, with sound analytical and planning skills.

Able to handle pressure and remain focused.

Ability to demonstrate flexibility, prioritise workloads and work on your own initiative.

Financial Services Industry and knowledge of software development cycle.

Perks

Flexi working hours

Generous holiday allowance

Discretionary Annual bonus

Private Medical Insurance

Exam Support

If you are interested in hearing more about this position, please get in touch with us at Capio. Required skills

Intelligent Office

Avello

XPLAN

Keyskills :
Intelligent Office Avello XPLAN

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